Evolution in Planning:

Whats New in Planning and

Forecasting Tools 11.1.2.3?
interRel Consulting
tmcmullen@interrel.com
WEBSITE: www.interrel.com
About interRel
Reigning Oracle Award winner
EPM & BI Solution of the year
Three Oracle ACE Directors for Hyperion
Oracle PlatinumPartner
One of the 100 fastest growing tech
companies in the USA
(CRN Magazine, 2007-2010)
Authors of the 8 Best Selling books on
Hyperion &Essbase
All available on LuLu.com
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Press
Focused exclusively on
Oracle EPM & BI
Over 8 Hyperion Books Available:
Essbase (7): Complete Guide
Essbase System 9: Complete Guide
Essbase System 9: End User Guide
Essbase 11: Admin Guide
Essbase Studio 11
Smart View 11: End User Guide
Planning 11: End Users Guide
Planning11: Administrators
Essbase Studio 11.1.2
Smart View 11.1.2: End User Guide
Planning 11.1.2: End Users Guide*
Planning 11.1.2: Creating Applications
Planning 11.1.2: Advanced Planning*
To order, check out www.LuLu.com
Copyright 2007, Hyperion. All rights reserved. 3
Overview
Where is Oracle going? What is the big picture?
Oracles
Enterprise Performance Management System
OLTP & ODS
Systems
Data Warehouses
Data Marts
Packaged
Applications
(Oracle, SAP, Others)
Excel
XML/Office
Business
Processes
OLAP
Sources
Exadata Unstructured &
Semi-Structured
ERP
Analytics
Planning &
Forecasting
Financial Close and
Reporting
Strategy
Management
Profitability
Management
CRM
Analytics
Industry
Analytics
BI Server
Common Enterprise Information Model
Essbase
Dimension
Management
Predictive
Analytics
Interactive
Dashboards
Reporting &
Publishing
Query &
Analysis
Detect
& Alert
Office
Integration
Search Embedded Mobile Scorecards
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11.1.2.3 Highlights Released end of April 2012
Mobile Financial Reporting
ASO in Planning
Tax Provisioning Solution
No more Excel Add in
OBIEE in Smart View (11.1.1.7)
HSF in Smart View
Full parity Smart
View
Big improvements
workflow
ASO data
integration
Adhoc over web
in data forms
Sort and filter in
data forms
Validation rules in
data forms
New data form
designer
J ourney from Planning 9 to 11
Attach docs in data
form
Hide / show rows
Display member
formulas
Inherit form security
Adhoc in Planning in
Smart View
Big improvements in
EPMA
Calculation Manager
Life Cycle
Management
11.1.2.2 11.1.1 11.1.2.1 9x
Shared Services
Common
Workspace
Free form text and
date measures
Full attribute
support
User variables
Full migration to
Workspace
BPMA
New UI interface
Role based
navigation (No
advanced/basic
mode)
Charts in data
forms
Rolling forecast
wizard
Master detail
Group support for
approvals
No more EAS
HBR
11.1.2.3
Planning &
Budgeting Cloud
Service (PBCS)
ASO Support with
Planning
User Defined
Members on the Fly
Export to Metadata
and Data to RDBMS
Web & Excel data
and metadata load
Task List Report
Visualizations
Usability Clean ups
Calc Manager
Enhancements
11.1.2.1 Ad hoc Analysis within a Data Form
Pivot
Zoom in and out
Keep only / Remove only
Column and Row Formulas
Create basic custom column or row formulas in a data form
Validation Rules
Full End User Parity - Smart View and Planning
Data Validation / Traffic Lighting
Task List in Outlook
Task List in Excel
Composite Forms
Process Management/Workflow
Dynamic User Variables
User Preference Setting
Copy Version
J ob Console
Task List Reports
Context Sensitive Right Click Menus on Forms
Document Attachment for Data Cells and Process Management
Cell Level Launch Menus
What was new in Planning
11.1.2.2?
interRel Consulting
What was New in 11.1.2.2 Planning?
New Application
Design Framework
(ADF)
Interactive Charts
and Grid Composite
in Data Forms
Project Financial
Planning Application
(AWESOME!!!)
Rolling Forecast Set
Up
All Years Parent in
Year Dimension
Attach Multiple
Documents and
Comments to a Cell
Group Support for
Approvals
Predictive Planning
(Crystal Ball)
Task List Home
Page
Embed Charts and
Graphs into Data
Forms
Search and Filter
within Smart Lists
Grid Diagnostics
Master Detail
Linking in Data
Forms
Calc Manager
Debugger
Calc Manager ONLY
option for business
rules no more
classic HBR
New Web User Interface
User interface offers a Web 2.0 look & feel with support for Chart
enabled forms
Developed using ADF
Role Based Navigation
View for Admin
Master-Detail Composite Web Forms
MasterDetail Composite Forms can be used in place of
right click menu for forms.
These form constructs have the same prerequisites as a right
click context passing. They allow you to pass the context
dimension member from the source form to the target forms.
The target forms need to have the dimensions for which context
is being passed in the page or POV area of the target form.
There are two significant advantages of creating
masterdetail forms in place of forms with right click menus:
You can visualize the source and target forms within the same
content area.
You can see the immediate impact on several dependant forms
within the same composite.
Master Detail Composite Form
Bread Crumb Navigation
Bread crumb navigation allows for forms which have a right click menu
navigation to other forms to be displayed using a navigation trail that is
displayed above the form.
Dimension Name of Page Axis of Form
Using the View menu a user can visualize the dimension names of page
members in a form.
Create a Rolling Forecast Form
Wizard driven process to setup and maintain substitution variables
used in dynamic rolling forecast data forms and process
Shift administrator task to shift sub var values to next cycle
All Years Parent in Year Dimension
All Year as a parent member in the Year dimension that can be chosen
during application creation to facilitate aggregations and calculation
across multiple years.
The Project Financial Planning Application uses this feature significantly.
Attach Multiple Documents to a Cell
Once a link to an external document or to a document from the
workspace is attached to the cell using the right click menu, users can
open the link from the dialog which is opened when document
attachment indicator within the cell is clicked on.
Attach Multiple Comments to a Cell
Smart View will support rich text format for display of comments. Any
comments added within Smart View will be in text format.
Cell Level Change History & Audit Trail
When data audit is enabled on the application, any user can drill
into the cell level details to see the change history on the cell.
Cell Level Change History & Audit Trail
Change history is captured for all actions on cells that a change is captured for.
This includes all actions except impact from business rules executed on the cell.
In addition to number changes, Smart List and Text Values are tracked also
Cell Level Change History & Audit Trail
Cell change history is also available within Smart View
Group Support for Approvals
When setting up owners for Planning units, now shared service
groups can be assigned as owners of planning units.
Group Support for Approvals
Any user within the group can take ownership. Once the ownership within the
group is taken by an individual, that individual can promote on behalf of the group.
Predictive Planning
Statistical forecasting built into Planning
Accessible to all Planning users
Functional details
Statistical prediction scenarios built into
Planning
Enables sanity check during forecast cycles
Ability to compare accuracy of forecasts vs.
statistical predictions
Uses Crystal Balls Predictor to analyze
historical data and projects trends and
patterns into the future
Users review forecasted values, override if
needed, then submit back to Planning
Automatically forecast best and worst case
scenarios in addition to base case
Graphs in Web Forms
Graphical Promotional Paths
Search & Filters within Smart Lists
Smart type ahead search is now enabled within the Smart List values.
Type in a letter or string and the list will be auto filtered based on
typeahead
Define Precision Setting at Currency Level
When precision is defined within the currency dimension, the data form
definition can be set to pick the decimal precision from the currency
dimension and ignore the settings in the data form.
Grid Diagnostics
Then they can drill into the graphical representation of the form rendering
time to get specific details of outlyers
Tabular or chart view
Calculation Manager 11.1.2.2 Highlights
Calculation Manager will be the only Rules designer for Hyperion Planning
from 11.1.2.2.
Hyperion Business Rules will not be available from Release 11.1.2.2.
Upgrade wizard to migrate/upgrade HBR rules into Calc Manager.
The key new functionality in this release is the Interactive debugging
mode. Interactive debugging provides following features to the end user:
Ability to insert the break points
Ability to Remove/Disable the break points
Ability to add a condition to the break point
Ability to view the members of the intersection
Display before value and after value of the execution of all the intersection(s) for member(s)
in a statement.
Display all execution variable values (present in the statement) before and after statement
execution.
Project Financial Planning
Planning for contract, capital &
indirect projects
Expense planning at detail
level
Driver based overhead
calculation for projects
Periodic or milestone based
revenue recognition
Calculate impacts on Financial
Statements
Scoring, ranking & approving
projects
Funding requests & project
approval flow
Key Features of Project Financial Planning (PFP)
Perform Planning for Indirect, Capital and Contract projects
Use the provided templates and utility to import metadata and data
Perform expense planning at detail level or account level (labor, material,
equipment)
Allocate workforce resources and capital assets to projects
Calculate driver-based overheads for projects
Perform different types of revenue planning/revenue recognition based on
the type of Contract projects (Time and Material, Fixed Price, or Cost Plus)
Ability to view the impact on financial statements from a project level or an
entity level (Profit and Loss, Cash Flow, key performance indicators [KPIs])
Extension of ODI so you can write back to source
Extension of ODI to create read only ASO reporting cube
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Key Features of Project Financial Planning (PFP)
Rank and approve projects based on a project score using financial
measures and subjective measures (net present value [NPV],
return on investment [ROI], payback, lifetime investment, risk
assessment, strategic assessment, business assessment,
organization missions)
Perform planning for intercompany projects and reconcile them
Request funding
Track the project approval flow
Use out-of-box reports
Provides sample projects for information technology
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Propose New Contract Project Task List
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Whats New in Planning 11.1.2.3?
OLTP & ODS
Systems
Data Warehouses
Data Marts
Packaged
Applications
(Oracle, SAP, Others)
Excel
XML/Office
Business
Processes
OLAP
Sources
Exadata Unstructured &
Semi-Structured
ERP
Analytics
Planning &
Budgeting
Financial Close and
Reporting
Strategy
Management
Profitability
Management
CRM
Analytics
Industry
Analytics
BI Server
Common Enterprise Information Model
Essbase
Dimension
Management
Predictive
Analytics
Interactive
Dashboards
Reporting &
Publishing
Query &
Analysis
Detect
& Alert
Office
Integration
Search Embedded Mobile Scorecards
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Whats New in Planning 11.1.2.3?
Whats New in Planning 11.1.2.3?
Planning & Budgeting Cloud Service (PBCS)
ASO Support with Planning
User Defined Members
Export to Metadata and Data to RDBMS
Web & Excel data and metadata load
Task List Report Visualizations
Grid Fetch preferences
EPM on the Cloud
Lower the EPM Adoption Barrier
Offer mainstream EPM applications on cloud
Accelerate EPM adoption with SaaS subscription model
and lower IT resource requirements
Deliver EPM cloud services stand-alone and with Oracle
ERP Cloud Service
First Hyperion Planning!
Easy to Use
Monthly subscription
Self-service sign-up
Instant provisioning
Self-service management
Self-service monitoring
cloud.oracle.com
Planning & Budgeting Cloud Service (PBCS)
Fully Functional Hyperion Planning within EPM Workspace
Financial Reports and Web Based Planning
Data Integration Using Flat File loads from On Premise
Smart View, Financial Reports Studio and Predictive Planning using
local client connecting into PBCS
Lifecycle Migration
Application migration from On Premise Planning to Cloud and vise-
versa
R11.1.2.2 Application migration from on-premise Planning to Cloud
* For Classic Mode only
Deployment Options
Approach Development System Production Deployment
Pure On-premise On-premise On-premise
Pure Cloud Cloud Cloud
Hybrid Cloud On-premise
ASO In Planning
Planning interface to write back to ASO database
You can add ASO cube during application creation or later
Still have the 3 BSO cubes
Number of ASO cubes = number of BSO cubes + 1
Write back supported to level 0
Must have full version Essbase license
Benefits of ASO Plan Types
Unified security
Supporting detail for ASO
Provides higher level of granularity
Faster aggregation
Composite forms to display ASO and
BSO
No need to create Essbase direct
cube
ASO In Planning: How To Setup
Create ASO Plan type
During application creation
Or add a new plan type to existing Planning application
Essbase requires a separate application for each ASO database
If you are creating an ASO plan type, you must specify an application name
Administrators creating ASO plan types must ensure that all ASO
applications are unique across the enterprise
ASO In Planning: How To Setup
You can you only create one ASO plan type during
application creation
You can add the other ASO plan types later in Plan
Type Editor

When you add a plan type click Refresh to create the

ASO plan types
If you click Create, data will wipe out the BSO plan types
Only click Create once at the beginning!
ASO In Planning: How To Setup
Add dimensions and members to ASO
plan types just have you done in the
past, choosing the Valid For Plan Type
Note a member can belong to both ASO
and BSO plan types
ASO In Planning: How To Setup
New member property for ASO plan types Hierarchy Type
Hierarchy Type is available for dimensions bound to an ASO plan type. ASO
dimensions are automatically enabled to support multiple hierarchies. The first
hierarchy in a multiple hierarchy dimension must be stored
For members with a stored hierarchy type, the only valid plan type aggregation
options are Addition or Ignore. In a stored hierarchy, the first member must be set to
Addition. For members with a dynamic hierarchy type, all plan type aggregation
options are valid. Stored hierarchy members that are not children of Label Only
members must have Addition set as the consolidation operator. Children of Label
Only members can be set to Ignore.
No xrefs for ASO
Smart Lists and Text Types are Supported!
Dont forget to set the evaluation order
ASO In Planning: How To Setup
Refresh to Essbase works
the same
Separate ASO application
and database are created
ASO Plan Type
BSOPlanType
Ready for Use! ASO Plan Types
Ready to use in data forms, loading data, and reporting
and analysis
ASO Limitations / Considerations
ASO plan types are not supported using EPMA
No business rule support for ASO databases
No member formula support for ASO databases
Planning does not generate XREFs on ASO databases
Because Planning does not require all base dimensions on an ASO database,
approvals may not apply to the ASO database if an approvals dimension is missing;
If this is the case, normal security would apply
Dynamic time series members are not supported for ASO plan types
Must have ASO license
Creating and refreshing security filters is not supported for ASO databases
This means you cannot retrieve data from ASO databases from a third party source (Smart View Essbase
connection)
You can only retrieve data through Planning either directly or, for Financial Reporting, through the Planning
ADM driver
Plan Type Editor
You can add or delete plan types
Administration >> Manage >> Plan Types
Flexible Custom Dimensions
You define and manage different dimension hierarchies
by plan type
Quickly see dimensions, hierarchies and members for
each plan type (both ASO and BSO)
New Task List Type
Copy version and J ob Console are now valid options to
include in a task list
New Task List Dashboard and Report page
Create visualizations by status,
type, user, date and display
task list status graphically
Filter relevant tasks from graph
Excel or pdf reports displayed
by column
Update Dimensions from Smart View
Functional admins can work in excel
Download the Smart View for Office administrator
client
Update dimensions from Smart View Excel
Add and move members & update Member
properties
Update Dimensions via Smart View
The Dimension editing option opens in Excel similar to
an ad hoc query
Update Dimensions via Smart View
You can update
member properties by
selecting values from
the drop down or in
some cases, typing
values
Update Dimensions via Smart View
Right click to insert a new
member using plain ol Excel
functionality
Type in the new member
name in the blue section
Then enter the member
properties
Click Submit Data to save
changes to Planning
Update Dimensions via Smart View
Refresh to Essbase
UI to Load Data and Metadata from the Web
Outline Load utility
is exposed over the
web
Import and Export
Data and Metadata
from Planning UI
Use FDM when:
Requires
mapping
Drill back
Source
integration
UI to Load Data and Metadata from the Web
Outline Load utility exposed over the web
Import from File (import metadata and data)
Period, Year, Scenario, Version, Currency, Entity, user-defined
dimensions, attributes, UDAs, exchange rates, Smart Lists, and
planning unit hierarchies
Export Data to File
Export Metadata to File
To use the interface, select Administration, then Outline Load, and
then select Import from File, Export Metadata to File, or Export Data
to File.
Use FDM when requirement dictates mappings, Drill back and / or
Source integration
Support for RDBMS
Support relational database as import source
Import data into relational database
Already here
Documentation is clear
This release supports relational database as a target
Using outline load utility
PFP interface tables created in 11.1.2.3
Outline Load Utility - Export of Metadata to RDBMS
/ER[:RDBConnectionPropertiesFileName]
/ED CSV file to which to write exported data is written
/EDD The row, column, and POV members being exported
/ERA
/REQ:exportQueryOrKey
/REC:catalog
/RED:driver
/RER:url
/REU:userName
/REP:password
Outline Load Utility Export MetaData to a Flat File
Result
Other New Command Line Parameters for Outline Load
Utility
/EDH: Exports a dimension header in Oracle Hyperion Planning internal
HEADERBLOCK format in the output .CSV file. This is used on import to
dynamically create base and attribute dimensions before import.
/ALS: Create alias tables on import if they do not exist (default). Use /-ALS
to error out if the referenced alias tables do not exist.
/C2A:(column1, alias1), (column2, alias2), ...: Creates aliases for columns
for the /RIQ and /REQ commands. Use this parameter to avoid lengthy
RDBMS character column and column alias restrictions.
/DPU: Delete all planning units with the /R parameter otherwise error-out if
members in planning units attempt to be deleted. Use /-DPU to prevent the
delete operation from deleting members in planning units.
End User Preferences
End User Preference Alias override allows users to override alias
displays for all areas of the application
Users can choose one of the following in preferences:
Default (determined by form, grid, or dimension settings)
Member Name
Alias
Member name: Alias
Alias: Member Name
You can apply Member name and display options by Application defaults,
Application settings, Dimensions, Forms, Member selections
End User Preferences Set Global Alias
Grid Fetch Preferences
Grid Fetch
Preferences
Administrator and
end users can pre-set
the grid rendering
preference
As you scroll the
members / data is
returned
Now you can define
the number of rows
and columns
returned
Oracle Diagnostic Logging
Oracle Diagnostic Logging Enables app admins to configure logging
parameters
Could for cloud folks who dont have access to the server and log files
Can set different levels of debug
INCIDENT_ERROR:1
(SEVERE.intValue()+100), ERROR:1 (SEVERE), WARNING:1 (WARNING), NOTIFICATION:1
(INFO), NOTIFICATION:16 (CONFIG), TRACE:1 (FINE), TRACE:16 (FINER), TRACE:32 (FINEST)
New parameters related to Calc Manager
BUSINESS_RULE_LAUNCH_LOG_ENABLED: Enables logging when Calc
Manager business rules are run and checks whether the next two properties are
set to true; default setting is true
BUSINESS_RULE_LAUNCH_LOG_RTP_VALUES: If set to true, runtime
prompt values are logged; default setting is false
BUSINESS_RULE_LAUNCH_LOG_CALC_SCRIPT: If set to true, the
calculation script sent to Essbase is logged; default setting is false
Whats New in PFP 11.1.2.3?
Calculate imported projects business rule
Supports Earned Value Management
What if capabilities
Set targets
Shift start and end dates and have data sift
Revenue planning for Capital projects (once asset is in
service)
Whats New in WFP & Capex 11.1.2.3?
Take knowledge from PFP and include in other modules
Add new job dimension
Driver based calculations
Take advantage of recent features
Dynamic Member on the Fly
Allows end users to add new member names on the fly
Members are available for use (no refresh needed)
Available for all dims except for Period and Year
The Catch!
Only available in initialized module applications such as Oracle
Hyperion Workforce Planning, Oracle Hyperion Public Sector
Planning and Budgeting, Oracle Hyperion Capital Asset
Planning, and Oracle Project Financial Planning
Dynamic Member on the Fly
How it works:
Administrator defines members to support dynamic members
Property enable for Dynamic Children
Number of Possible Dynamic Children (what is the max number of members that users
can create)
Access Granted to Member Creator determines the access that users will have if
they dynamically create members when launching rules (Inherit, None, Read, write)
Administrator refreshes to Essbase creates placeholder members
Child members that you load using either of the Outline Load Utilities or
Lifecycle Management under parent members enabled for dynamic
children, are added as dynamic child members if there are dynamic
member placeholders in Essbase. Once the placeholders are full, any
remaining children are added as normal members, and cannot be used
until the database is refreshed
.
OLTP & ODS
Systems
Data Warehouses
Data Marts
Packaged
Applications
(Oracle, SAP, Others)
Excel
XML/Office
Business
Processes
OLAP
Sources
Exadata Unstructured &
Semi-Structured
ERP
Analytics
Planning &
Forecasting
Financial Close and
Reporting
Strategy
Management
Profitability
Management
CRM
Analytics
Industry
Analytics
BI Server
Common Enterprise Information Model
Essbase
Dimension
Management
Predictive
Analytics
Interactive
Dashboards
Reporting &
Publishing
Query &
Analysis
Detect
& Alert
Office
Integration
Search Embedded Mobile Scorecards
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Whats New in R&A 11.1.2.2?
11.1.2.3 Mobile Support for Financial Reporting
View and interact with FR
reports and books on
mobile device
Apple (iPhone and iPad):
iOS5 and iOS6
Android (phone or tablet):
3.x and 4.x
Utilizes the devices
default web browser (No
separate app to
download)
What was new in Smart View 11.1.2.2?
Smart Query
Support for 64-bit
Microsoft Office
2010
New Extensions
Excel Formatting
Enhancements
Planning
Enhancements
Financial
Management
Configurable
Dimensionality
New VBA
Functions
Logging Levels
New Panel &
Connection buttons
on the Smart View
ribbon
Whats New in Smart View 11.1.2.3?
OBIEE & HSF support
Planning Composite Form and Chart Support
Update dimensions and members for Planning from SV
Performance & Scale Improvements
Improved formatting retention for FR grids
Table of Contents
Improved ad hoc for all providers
11.1.2.3 Smart View and Planning
Submit changes without refresh
Update members and dimensions in Smart View
11.1.2.3 Cross Version LCM Support
The Future
Analytics driven Performance Management
Continued optimization of EPM on Exalytics
Mobile and social experience for EPM
1. Information consumption
2. Approvals & Workflow
3. Data entry & updates
Leverage Endeca technology for EPM
EPM Cloud services
Planning here today
Next Financial Reporting
Continued functional improvements
E.g. DRM integration with EPM via FDM EE,
Data sync with FDM EE, charting in FR
More packaged content
Information Portal
Defects Fixed Finder Tool
Documentation Library &
Mobile Content
Cumulative Feature
Overview Tool
White Papers
Where to Find More Information?
Welcome to Oracle EPM 11.1.2.3
WEBSITE: www.interrel.com
Tracy McMullen tmcmullen@interrel.com
TWITTER: Eroske